In-person Farm retirement workshops postponed, online versions will be held early April
Due to concerns regarding COVID-19 and our priority to keep our members, staff and partners safe, we have postponed in-person workshops to a later date. Practical Farmers and Syverson Strege will hold webinars at 10 a.m. on April 1 and 9.
Contacts:
Jorgen Rose | Habitat & Farm Transfer Coordinator | Practical Farmers of Iowa | (515) 232-5661 | jorgen@practicalfarmers.org
AMES, Iowa — Practical Farmers of Iowa and the financial planning firm Syverson Strege are hosting a series of workshops across Iowa in March and April that will explore farm retirement and how to start the planning process.
Facilitated by financial planners from Syverson Strege, participants will learn about farm retirement in the context of farm transition and succession, as well as strategies to start the planning process and how to follow through. Attendees will also have a chance to start laying out their own roadmaps to retirement as part of a larger farm transfer or estate plan.
Each workshop also includes discussion about new legislation (the SECURE Act), effective December 2019, that includes changes to individual retirement accounts, 401(k)s, required minimum distributions from a retirement account and more.
Attendees can expect a one-hour presentation followed by up to an hour of discussion with time for questions and answers. All are encouraged to come prepared with questions about farm transfer and retirement planning.
All workshops run from 10 a.m. to noon, and are free to attend. Workshops will include coffee and donuts provided by Practical Farmers of Iowa and will start promptly at 10 a.m. RSVPs are appreciated. RSVP for specific events at practicalfarmers.org/understanding-farm-retirement-workshops. For questions about the workshops, contact Jorgen Rose at (515) 232-5661 or jorgen@practicalfarmers.org.
Upcoming workshops will take place:
- Friday, March 20 – Ottumwa – (Great Prairie Area Education Agency: 2814 N Court Road)
- Wednesday, March 25 – Coon Rapids – (Whiterock Conservancy: 1436 Iowa Route141)
- Wednesday, April 1 – Cedar Falls – (Tallgrass Prairie Center: 2412 W 27th Street)
- Thursday, April 9 – Humboldt – (Farm Bureau Financial Services: 301 13th St.)
Syverson Strege is a fee-only financial planning and investment management firm based in Des Moines that regularly helps clients with retirement planning, cash flow and tax planning, estate planning, investment planning, risk management and philanthropic planning. The firm specializes in working with farmers and landowners on all financial aspects of farm transition and succession.
###
Practical Farmers of Iowa works to equip farmers to build resilient farms and communities. Our values include: welcoming everyone; farmers leading the exchange of experience and knowledge; curiosity, creativity, collaboration and community; resilient farms now and for future generations; and stewardship of land and resources. To learn more, visit http://practicalfarmers.org.